Estate Planning Resources

Resources related to estate planning, such as working with estate professionals, beneficiaries, inheritance, etc.

  • What Are "Digital Assets", and Do I Really Need A "Digital Estate Plan"?

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    In a world of endless logins, user names, and passwords, what are digital assets, and do we really need to worry about what happens with them when we are gone?

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  • You Found that WHERE?!

    | Posted:

    I’ve heard a number of funny, surprising, and interesting stories over the years about the various places executors, beneficiaries, and other individuals have found valuable items hidden for safekeeping by the original owner.

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  • Helpful Resources For Downsizing

    | Posted:

    A topic that has been coming up more frequently in meetings with clients, as well as in discussions with friends and co-workers, is downsizing. While searching for ideas to help myself and others tackle all of the "stuff" we have accumulated over the years, I found two short books on Amazon that contain what I feel are some practical and helpful tips for starting the process of downsizing.

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  • Is It Time to Review Your Beneficiary Designations?

    | Posted:

    So many times when we meet with clients we ask the question “Do you know how your beneficiaries are listed on that account?” Many times the answer we receive is “I don’t know, it has been so long since I opened that account that I just don’t remember.”

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